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Counterpoint Mutual Funds’s J.M. Smucker SJM Stock Holding History

Counterpoint Mutual Funds’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$674K Sell
5,990
-43,608
-88% -$4.44M 0.07% 124
2026
Q1 		$4.78M Buy
+49,598
New +$5.19M 0.72% 20

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Counterpoint Mutual Funds's SJM Position: Q2 2026 in Review

Counterpoint Mutual Funds reduced its J.M. Smucker (SJM) stake by 88% in Q2 2026, selling an estimated $4.44M and leaving 5,990 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #124.

Counterpoint Mutual Funds first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.78M in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Counterpoint Mutual Funds held 5,990 shares of J.M. Smucker worth $674K as of Q2 2026.
  • Counterpoint Mutual Funds sold 43,608 J.M. Smucker shares in Q2 2026, an estimated $4.44M.
  • J.M. Smucker made up 0.07% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #124 holding.
  • Counterpoint Mutual Funds first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
  • Counterpoint Mutual Funds's J.M. Smucker position peaked at $4.78M in Q1 2026.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.